See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,909 | $48,795-92.0% | $65,493-94.0% | $84,808-95.4% |
| Participation rate | 97.9% | 67.0%+30.9pp | 73.1%+24.8pp | 68.3%+29.6pp |
| Annual return | 59.00% | 20.20%+38.8pp | 982.45%-923.4pp | 40.90%+18.1pp |
| Employer contribution / active EE | $1,175 | $1,930-39.1% | $2,574-54.4% | $2,631-55.3% |
| Participant deferral / active EE | $1,999 | $2,928-31.7% | $3,961-49.5% | $4,212-52.5% |
| Admin fee / account holder | $195 | $3,877-95.0% | $5,028-96.1% | $7,344-97.3% |